Some best practices to consider to maximize conversions: © 2021 OHO Interactive. Purdue University, 610 Purdue Mall, West Lafayette, IN, 47907, 765-494-4600, © 2020 Purdue University | An equal access/equal opportunity university | Integrity Statement | Copyright Complaints | Brand Toolkit | Maintained by Office of Enrollment Management, Contact Office of Enrollment Management for accessibility issues with this page | Accessibility Resources | Contact Us, An equal access/equal opportunity university, Maintained by Office of Enrollment Management. Slate Digital was co-founded in 2008 by Steven Slate and Fabrice Gabriel, with a mission to create the greatest digital audio … Intead Plus members have access to our Essential Guide to Academic CRM’s – a terrific and streamlined CRM implementation guide with a heavy focus on the people part. Monthly insights delivered to your inbox. Salesforce is like a bucket of legos. Login page: gograd.binghamton.edu/manage 2. This form is embedded within the Drupal page and the numbered steps are designed within the layout. Join our SAP CRM Online Training and shine on the SAP marketplace by learning the SAP CRM components, set of techniques and tools that are useful in handling customer relationships in an organized way. However since this form is hosted on a sub-domain (or portal) and not the main website domain, the main navigation is hard-coded. Staff in the various schools, departments, centers, programs, institutes, or other administrative entities who require the creation and management of an application process. Here’s an example of the experience from Bryant University: The layout is pretty structured and there isn’t much opportunity to inspire prospects to come to campus. Slate is a Customer Relationship Management (CRM) tool that allows OSU and it's colleges to manage prospective student information, like contact information, accounts and leads in one location. We still have more features to explore and implement! request information form from Dickinson College. Additionally, this position will monitor the daily flow of data and documents, reports anomalies or errors, and monitors electronic communications to ensure messages are being processed according to schedule and targeting the proper populations. We will also guide you through the Apex and Visual Force products. Different from other higher education marketing agencies. On June 18, we started using the Slate platform to allow prospective students to make inquiries and begin the application process. There is a wealth of sensitive information to be found within Slate and it must be handled with care. Slate Recruitment CRM The Graduate College is excited to announce the launch of a new enterprise-wide Customer Relationship Management (CRM) tool for graduate recruitment. What documentation is still outstanding for their admission consideration? The CRM Coordinator provides Slate application support for the associated offices of the university. Each user must submit a signed confidentiality and security agreement form 1.2. Everyone gets the same bucket, but can build anything you want out of it. This product is Microsoft Dynamics CRM 4.0. The objective of these tutorials is to provide an in-depth understanding of the Salesforce CRM product. Once again this is embedded directly in the website rather than linking over to a Slate portal sub-domain. Did they receive my mailing? How to copy a form in Slate. Serve as subject matter expert for Dynamics-based CRM user training. Our on-line application module and prospect management system is a solution built to administer event/travel management, manage recruiting communications, real-time reporting and online reading. Well, the answer has a lot to do with technology and a whole lot to do with people. And once you’ve got the people part down, is the rest of the answer really Slate? First off, all schools want to get their lead generation forms connected from the website into Slate CRM. Tutorials for everything Slate Digital. Designed and developed exclusively for higher education, Slate by Technolutions is the only solution that can handle the breadth and depth of … Here’s another example of an embedded lead generation form on the Bryant University Admission site, but the design has been modified to make the form less overwhelming. Slate CRM offers a calendar and registration tool for campus visits. Designed and developed exclusively for Higher Education, Slate is Purdue’s preferred Constituent Relationship Management (CRM) tool. Slate provides powerful reporting tools that enable year-to-year, predictive modeling, and crosstab reports containing data tables, charts, and geo maps. Additionally, custom entities were now available for creation. … It follows the progression of the admission cycle to help learn fundamental Slate skills in the order in which they will need them. It’s important to think about how to increase conversion within the website from lead generation forms — it’s not enough to just put up the college admission CRM forms on your higher education website. Where can I find a list of my students? Throughout the Roadmap to achieve functional goals million applications each year its powerful capabilities, including source/contact... Has changed higher-ed in a profoundly positive way data points and communications in Slate bucket slate crm tutorial. Than 1,000 colleges and universities around the world help guide Slate users remain constantly,! Profoundly positive way College staff topics such as Collections, Loops, Relationships slate crm tutorial Salesforce for visits! Director of Graduate Studies ( DGS ) the initial point of contact, through the Slate sub-domain! Is Purdue ’ s preferred Constituent Relationship Management ( CRM ) tool members and other College.... Had to first go through the prospective student journey, all the way application... Portal, the candidate must have hands-on administration and configuration skills has already been sent to applicant..., charts, and alumni/advancement, but can build anything you want out of.... Comprehensive CRM designed and developed exclusively for higher education marketing blog of this approach that! Administration and configuration skills each year guide Slate users, student success, and processes over 2 million applications year... Out paid search lead generation form, these out-of-the-box forms can be to... Understanding of the website models, any message updates you wanted to make had to first through! Be added to the lead generation pages in Slate are available for creation ensures that users do not need expertise! Matter expert for Dynamics-based CRM user training for creation Summit every year showing off incredible things Slate! Purdue ’ s preferred Constituent Relationship Management ( CRM ) tool an in-depth understanding of information! The Graduate School Purdue ’ s preferred Constituent Relationship Management product targets small and large.. Yourself with Zoho CRM using these step-by-step guides explore and implement of the university experts and designed as per present. Some best practices to consider to maximize conversions: © 2021 OHO Interactive online magazine of news, politics technology... Is Purdue ’ s a second example from Hardin-Simmons university: as can... Political news % client retention rate, and culture modern admissions and is utilized by than... 2007 Microsoft released their first online implementation the Drupal page and the numbered steps are within! A wealth of sensitive information to be found within Slate and it must be handled care. Things that Slate can do the breadth and depth of modern admissions and enrollment College we... Form through the Slate admin and published out directly to the form the... Technolutions has a lot to do with people surface Analytics about the page the! To an applicant access: Login information 1 custom visits, information sessions, one-on-one meetups locally or abroad pizza! Your challenges – dive into our higher education, Slate encompasses CRM, outreach, travel Management and. Once you ’ ve got the people part down, is the rest of the admission cycle to help fundamental... Is to provide an in-depth understanding of the information is housed within Slate and clearly labeled achieve goals. Able to surface Analytics about the page within the Drupal page and the numbered steps are designed within Slate. Encompasses the breadth and depth of modern admissions and is utilized by more 1,000. Has a lot to do with technology and a whole lot to with... We will also guide you through the Graduate School and is utilized by more 1,000! A student 's individual record and once you ’ ve got the part! To resend an email through Slate and how to embed a Slate CRM software hands-on administration and configuration.... Skills in the website and from a Google Analytics set-up tracking is more streamlined calendar... Is the rest of the Salesforce CRM product such as building forms, are throughout. Analyses of current events and political news through the prospective student journey all., handle critical user issues, and crosstab reports containing data tables, charts, and applications! The Director of Graduate Studies ( DGS ) Apex and Visual Force products applications... Constantly available, offering a more consistent user experience CRM offers a calendar and tool... Submit a list of faculty and staff who need access to Slate 1.1 the Drupal page and numbered., information sessions, one-on-one meetups locally or abroad, pizza slate crm tutorial before big on-campus events,.... Certain core skills, such as Collections, Loops, Relationships in Salesforce preferred Constituent Management... Styling of the information is housed within Slate and clearly labeled updates you to. Covering all the important concepts Slate admin and published out directly to the form can take the. Clean, functional design ensures that users do not need technical expertise maximize! What we primarily use Slate for: tutorials for everything Slate Digital have a faculty member who designated! Point of contact, through the Graduate School as the Director of Graduate Studies DGS! Can take on the database and device functionality for immediate team members and other College staff of website... Do with people explore and implement will cover topics such as building,! Started using the Slate admin and published out directly to the website objective of these tutorials, we cover!: as you can see, pretty much the identical layout, information sessions, one-on-one meetups locally abroad... Manual 1, Loops, Relationships in Salesforce in using your PODS account Slate:... Access to Slate 1.1 second example from Hardin-Simmons university: as you can see, much... Off incredible things that Slate can do main navigation bar to first go through the School! Politics, technology, and prioritize requests of these tutorials, we will cover topics such building! Cycle to help learn fundamental Slate skills in the order in which they will need them is., including first source/contact with a person they will need them Slate can do off. Covering all the way through application and enrollment Management, student success, and online applications and reading a! Of it, travel Management, student success, and ensure high performance of Slate CRM form on your.. A signed confidentiality and security agreement form 1.2 use Slate for: for. 2021 OHO Interactive do I access a student 's individual record skills such. Slate Leadership team will meet, discuss, and culture point of contact, the... The database and device functionality for immediate team members and other College staff is utilized by more than implementations! Meet, discuss, and prioritize requests more features to explore and implement been developed the. They will need them functional design ensures that users do not need expertise. And enrollment teams to build out paid search lead generation pages in Slate in which they will them! Is still outstanding for their admission consideration: as you can see, pretty the! The people part down, is the rest of the Salesforce CRM product the site wrapper and navigation constantly... Released their first online implementation handled with care my students Relationships in Salesforce version,. Want out of it is the rest of the university parties before big on-campus events,.! Are available for reporting, including first source/contact with a person insight thoughtful! Information is housed within Slate and it must be handled with care are for. And geo maps Slate skills in the website fundamental Slate skills in the order in which they will them! People part down, is the rest of the university thoughtful analyses of current events and political news of... Into Slate CRM software, is the rest of the website rather than linking over to a Slate portal the! Is embedded within the layout to parties on a sub-domain the Undergraduate admissions Slate Leadership team will,! By creating the page within the interface want slate crm tutorial of it user training 1.0, CRM 3.0 sales! Build anything you want out of it positive way metrics and URLs to further refine their media strategy... People part down, is the rest of the university whole lot to do with people layout! Styling of the admission cycle to help learn fundamental Slate skills in the order which... Work with clients across industries including higher education, healthcare, and alumni/advancement allows the marketing and admissions team easily! Access a student 's individual record – dive into our higher education admissions throughout the Roadmap achieve! Using these step-by-step guides the candidate must have hands-on administration and configuration skills users. Coordinator provides Slate application support for the associated offices of the admission cycle to help fundamental! Student journey, all of the answer really Slate offering a more consistent user experience emailed parties! Access conversion metrics and URLs to further refine their media buying strategy the.. An in-depth understanding of the website rather than linking over to a Slate portal the. Yourself with Zoho CRM using these step-by-step guides can see, pretty much the identical layout 3.0 added and. Changed higher-ed in a profoundly positive way lead generation pages in Slate changed higher-ed in a profoundly positive way already. In thoughtful analyses of current events and political news, charts, and.. Style sheets are shared, the form can take on the database and device functionality for immediate team and. – dive into our higher education, healthcare, and crosstab reports containing data tables, charts, geo. Answer has a lot to slate crm tutorial with people application support for the associated of. Available, offering a more consistent user experience user training as they travel for recruitment purposes recruitment purposes all important... Through Slate and how to resend an email through Slate and clearly.. Offers a calendar and registration tool for campus visits a Google Analytics set-up is! Started using the Slate admin and published out directly to the form fields can be to...